These can be set up under Clients>Clients & Matters>[matter name]>Originators.
Users can specify a commission for each originating attorney added against a matter, and can even view the commissions for each originating attorney at the reporting level.
The reports that run originating attorneys are:
- Invoices and WIP Aging report
- Payment History report
- Revenue and Commission report
If you’d like more help with understanding how to add originating attorneys and their commissions, please call us at 1.800.715.1284, email us at [email protected] or schedule a FREE 30-minute support session.